Filed December 17, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,750 | $209,832-38.6% | $189,513-32.1% | $167,490-23.1% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 15.46% | 748.27%-732.8pp | 555.15%-539.7pp | 478.56%-463.1pp |
| Employer contribution / active EE | $9,893 | $6,914+43.1% | $6,162+60.6% | $4,837+104.5% |
| Participant deferral / active EE | $6,220 | $8,935-30.4% | $8,221-24.3% | $6,341-1.9% |
| Admin fee / account holder | $179 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |